|
|
| |
Strategic Analysis |
Preparation/
Marketing |
Negotiations/
Due Diligence |
Closing |
 |
- Evaluate current and projected financial performance
- Evaluate transaction alternatives
- Develop valuation framework
- Develop transaction strategy
|
- Identify potential investors
- Prepare Descriptive Memo./ Investor Presentation
- Contact potential investors/execute CA
- Hold Mgmt. Presentations
- Solicit letters of interest
|
- Evaluate terms with respect to financial and operational implications
- Negotiate terms
- Investor/Company due diligence
- Solicit final term sheets from interested investors
|
- Finalize transaction terms
- Assist in completing investment documentation
- Draft all legal documents
- Close transaction
|
 |
- Determine key value drivers
- Clarify owners' and management's goals
- Challenge projection assumptions to ensure credibility with investors
|
- Leverage industry knowledge and contacts to identify appropriate investors
- Properly communicate key value drivers and growth potential
- Create competitive process
|
- Evaluate transaction structure
- Effectively manage due diligence process
- Evaluate investor's ability to close
|
- Facilitate final documentation process among all professionals
- Ensure contract reflects deal terms
- Expedite closing
|
|
1-2 weeks |
6-8 weeks |
4-6 weeks |
2-4 weeks |
|
